Frequently Asked Questions

We have the opportunity to buy a larger competitor at a fair price. The combination makes sense but can the capital be raised to do this since they are twice our size?

The relative size of your target is not as important as the merits of the transaction. When we see the rationale as well as the financial history and expectations, we can determine the best way to proceed.

Our company hasn't been around that long and we are still experiencing operating losses. This was expected and we are now close to breaking even. Does this disqualify us for financing consideration?

Not necessarily. Many thriving businesses today had their start-up period full of red ink. We just need to understand your business plan and assess the likelihood of arranging what you need to keep growing.

As a result of the COVID era, we have suffered a major loss and our current lender is sending signals they would like to be replaced. We're shocked at this and not sure what to do now. Will other lenders consider our need?

Not to worry. Different lenders exhibit different appetites through all economic cycles. Our job is to understand your circumstances and locate the lender(s) we know will be receptive. This is not unusual.

My partner and I have different opinions about our business strategy. My personal liquidity is not sufficient to buy his shares, so can I raise the capital to do this?

It depends. Let us hear the details. It may be easily financeable or may require a combination of debt and junior equity. Our job is to fashion what’s best for you making certain we bring the most compatible sources to get the job done and to do it quickly, before your partner changes his mind or his terms.

Our business is doing ok, but we haven't kept up with the competition and new trends in our industry. Now we realize the need to invest heavily in a manner that will pay big dividends but our liquidity is already a bit strained. What are our options? 

Let us determine what is doable and present you with some choices. It may depend on your willingness to consider a new investor who would earn a minority stake in the company. Tell us the story and we will do our job to your satisfaction.